Corporate Account Specialist

Corporate Accounts Specialist – New Business is our main support for the after-sales transactions of our Distribution Channels, namely Corporate Solutions (Broker and Agency), Manulife China Bank (MCBL), and Partnership and Distribution (PD).  The main accountability is to review the submitted AML, KYC and Corporate Documents, ensure accurate member data information is saved in the database, confirm member eligibility, do the policy set up, perform member underwriting for members exceeding the NEL/NML and issue Master Policy for all new business accounts.  The Accounts Specialist closely coordinates with the Distributors and Business Partners to be able to deliver our service-level commitments to our clients.

Position Responsibilities:

• Conduct KYC (Know Your Customer) and AML (Anti-Money-Laundering) compliance for new business and new affiliates for existing accounts.
• Set up policies/benefit schedules based on proposals accepted by the client during new business.
• Prepare Policy Contracts, Certificate of Cover, and Individual Certificates of Insurance for issued new business and renewed existing accounts, as applicable.
• Prepare policy endorsements as part of the contract for non-standard contract provisions, special approval from Actuarial and take-over accounts.
• Perform member underwriting within Group Admin limits for members exceeding the NEL/NML.
• Prepare billing statements/Premium Notices issued to the Group Policy Holder. Billing statement’s granularity is up to individual member level.
• Give timely feedback to Distribution Partners or to the clients for Direct accounts if there are discrepancies on the member data and/or coverage.

• Tag along with Account Managers of Group Admin and Business Development Specialists of Sales Team for client meetings, if needed.

• Process experience refund as applicable.

• Provide immediate resolution to clients' and agents’ inquiries and complaints.

Required Qualifications:

• College graduate of any 4year course
• Requires 1-2 years of Group Accounts Management experience
• Excellent customer service orientation

• Preferably with Basic LOMA course taken and passed

• Proficiency in MS Office notably MS Excel

Preferred Qualifications:

• Team player
• Customer service oriented
• Continuous Improvement Orientation
• Strong analytical skills
• Excellent communication and interpersonal skills
• Commitment to the job
• Hardworking
• Positive attitude/pleasant disposition
• Meticulous and Accurate
• Personal qualities of integrity, credibility, honesty, and strong work ethic

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Hybrid